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This Product Disclosure Statement (PDS) contains important information regarding BT Lifetime – Personal Super, including investment options, insurance coverage, risks, and fees.
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How to fill out bt lifetime personal super

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How to fill out BT Lifetime – Personal Super

01
Visit the official BT Super website.
02
Select 'Get Started' and choose 'BT Lifetime – Personal Super'.
03
Read the product disclosure statement (PDS) to understand features and fees.
04
Prepare your personal information such as name, address, and tax file number.
05
Complete the online application form following instructions step by step.
06
Provide necessary identification documents as required.
07
Review and submit your application.
08
Once approved, you will receive your member number and access details.

Who needs BT Lifetime – Personal Super?

01
Individuals looking to save for retirement.
02
People who want a flexible superannuation option.
03
Self-employed individuals or those without access to employer super.
04
Individuals seeking to consolidate multiple super accounts into one.
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People Also Ask about

BT Super merged into the Mercer Super Trust on 1 April 2023, and all BT Super for Life accounts were transferred to Mercer Super on that date.
BT Super Invest lets you design a super account that reflects what you value. Decide where to invest and how much you want to do and leave the rest to be managed by professionals.
BT Super Invest lets you invest your super how and when you want in one convenient place. Access a range of investments including shares, ETFs, ready-made portfolios, managed funds and more. Download the Investment Options Booklet for a full list (available at the end of this page). Start with a little or a lot.
On or around 1 April 2023 (transfer date) we're closing the BT Super, BT Super for Life and BT Super for Life – Westpac Group Plan products and transferring all accounts to the Mercer Super Trust (Mercer Super).
How does superannuation work? Superannuation, or 'super', is money set aside and invested on your behalf with the goal of providing income in retirement. In most circumstances, your employer pays compulsory contributions, which is a percentage of your salary, into your chosen superannuation account.

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BT Lifetime – Personal Super is a type of superannuation fund designed to help individuals save for retirement. It offers a range of investment options and flexibility in contributions.
Individuals who have established a BT Lifetime – Personal Super account are required to file the necessary documentation and contributions as part of their retirement savings plan.
To fill out BT Lifetime – Personal Super, applicants must complete the application form, provide personal identification details, choose investment options, and specify contribution amounts.
The purpose of BT Lifetime – Personal Super is to provide individuals with a structured way to save for retirement, allowing for a variety of investment choices and management of retirement funds.
Information reported on BT Lifetime – Personal Super includes personal identification information, contribution details, investment choices, and any relevant financial disclosures.
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Relevant keywords

BT Lifetime Personal Super Product Disclosure Statement Investment options Insurance PDS Superannuation Fees Investment risk AIA

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